Project Management Framework



1 Project Management Framework

Training Plan Template

1 Training Plan Template

Introduction

|(Describe the purpose of the training plan and the organization of the document.) |

Scope

|(Describe the project and/or organizational boundaries of the training, such as initial training for system users, remedial |

|training for the system maintenance staff, etc.) |

Objectives

|(Describe the objectives or expected results of the training. Express objectives as actions that the users will be expected to |

|perform once they have been trained.) |

Background

|(Provide a general description of the product and an overview of the training curriculum.) |

1 Training Requirements

|(Describe the general work environment (including equipment), and the skills for which training is required (management, business, |

|technology, etc). The training audience should also be identified (category of user: upper management, system administrator, |

|administrative assistant, etc.). This section may also identify individuals or positions needing specific training. Include the |

|time frame in which training must be accomplished.) |

2 Roles and Responsibilities

|(Identify the roles and responsibilities of the training staff, such as management of the training development and implementation; |

|course presenters/ instructors; development and distribution of instructional materials, etc. It may also include the |

|identification of other groups who may serve as consultants, such as members of the development team, experienced users, etc.) |

3 Training Evaluation

|(Describe how training evaluation will be performed. Evaluation tools, forms, etc., should be included. Also describe how changes|

|to the course and course materials will be made as a result of the evaluation process.) |

4 Training Strategy

|(Describe the type of training (e.g., classroom, CBT, etc.); and the training schedule - duration, sites, and dates.) |

5 Training Sources

|(Identify the source or provider for the training. Training may be developed in-house or contracted to an external training |

|agency.) |

6 Dependencies/Constraints/Limitations

|(Identify all known dependencies constraints, and or limitations that could potentially affect training on the project.) |

7 Training Resources

|(Identify all of the essential resources known to be associated with the specified training. This should include |

|hardware/software, instructor availability, training time estimates, projected level of effort, system documentation, and other |

|resources required to familiarize the trainer with the system, produce training materials, and provide the actual training. The |

|identification and availability of other resource groups should also be included.) |

8 Training Environment

|(Describe the equipment and conditions required for the training, including installations, facilities, and special databases |

|(typically should be a separate, independent environment. Also identify any actions required by other groups, such as users, to |

|ensure all equipment is in place and specified conditions are met before the training.) |

9 Training Materials

|(Describes the types of training materials required for the training. The training materials developed may include visuals for |

|overhead projectors, handouts, workbooks, manuals, computerized displays, and demonstrations.) |

10 Update/Revise Training Materials

|(Once training materials are developed and pilot-tested, they must be subjected to the same kind of configuration management |

|process as the other system documentation. Training materials should remain current with system enhancements. To accomplish this,|

|the training team should be included in distributions of release changes and provided sufficient time to update training materials |

|before the next scheduled user training. Describe the change release process with regard to the training team, and how training |

|materials will be kept updated.) |

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